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  11. Pension Matters

Pension Matters

Independent Financial Adviser  The Axis Building, Team Valley, Gateshead, NE11 0NQ
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FCA authorised
Last authorised 1st March 2021
You will access your Pension once in a lifetime. We have experienced it hundreds of times. Benefit from our experience.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Offshore investments
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Socially responsible investments
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Lump sum
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
Meet our advisers
MR Paul Steel MSc, BA(Hons), FCII, AFPC, FPFS
Director
About us

Retirement Planning Specialists involved in all aspects of Pensions to assist you both before and after retirement.
Chartered Financial Planner engaged in specialist Pensions and investment boutique advice.
Pension Freedoms and Retirement income analysis, Company Schemes, Personal Pensions, Flexi Access Drawdown, SIPP, SSAS, Tax Free cash release, Pension Transfers, Company Scheme reviews and much more.
Find out how we can help you with our FREE Pension guides you can download at <url hidden>.
Pension Matters is a trading style of Estate Matters Financial Limited which is authorised and regulated by the Financial Conduct Authority No. 472900.

Our services

* You will access your Pension only once - We have been through it hundreds of times! Make sure you engage a Pension specialist.
* We offer a Personal Retirement planning service to suit you
25 Years experience in Pensions and Retirement planning
* Pension Advice specialists for all types of pensions

We view our relationship as a collaborative partnership building wealth and security. Together we focus on ways to help you live the life that you want.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£250,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

The Axis Building, Maingate, Kingsway North, Team Valley, Gateshead, NE11 0NQ

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